Energy Cable: Melt UP in commodities upcoming?
Take aways: Booking profits in crude, staying long in broader metals Crude predicting ISM to turn in 6-9 months time. Sluggish German IP ahead....
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Steno Signals #94 – Trading the FAKE business cycle
Happy Sunday and welcome to our flagship editorial!The fake business cycle strikes again. In 2022/2023, the market was lured into the recession...
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Portfolio Watch: The Real World Is Reflating Again
Welcome to this week’s rundown of our portfolio, its performance, and our most clear-cut conviction for the period ahead. The cocktail of better...
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Oil Prices Surge on OPEC+ Decision, US Inventory Buildup Slows Momentum
OPEC+ holds firm on output targets, propelling oil prices higher amid supply fears and geopolitical tensions. US inventory buildup tempers gains.
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Dominant US Crude Production Has Transformed the Importance and Size of Strategic Petroleum Reserve
US SPR is at a forty-year low. Should that be a source of concern? Perhaps not. As the world’s largest crude producer, USA is self-reliant on crude...
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